Chapter and Regional Meetings

RIAs all across the country are realizing that active management is one of the few things that worked in 2010.  Strategies that can defend a portfolio’s value helped many mangers retain and even grow assets last year, despite the recession.

If your RIA firm has an interest in active management of investments, I’d like to invite you to learn more about National Association of Active Investment Managers (NAAIM) chapter meetings going on in your area.

Through interaction with other active money managers, NAAIM members learn how to grow their practices and discuss challenges, solutions and innovations in the art and science of active money management.

Our members report that the #1 benefit of NAAIM is being able to mingle and learn from other active managers – sort of a rare breed. Normally, our greatest networking opportunities occur at our 2 national meetings each year, but now networking with like-minded advisers comes to life at the NAAIM Chapter meetings.

For more information on meetings in your area or if you would like to host a meeting in your area, contact Susan Baber, NAAIM Director of Marketing, 720-675-7084 or susan.baber@naaim.org

Mid-Atlantic

Houston, TX – Chapter Host: Ted Lundgren, Hg Capital Advisors, LLC – 281-589-2623

Dallas, TX -

Minneapolis/St. Paul, MN 

Nashville, TN

Perrysburg Round Table (Northern OH – Eastern MI) -Chapter Host:: Jim Fydroski, Haas Financial Services Inc. – 248-358-6970 and Jeffrey Cortright, Phase 2 Investment Advisers, LLC – 616-328-6102

Phoenix, AZ 

Denver, Colorado - Chapter Host: Dave Moenning, Heritage Capital Management, 303-670-9761

Chicago, IL –